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This resource provides guidelines on a range of topics, including setting up and running a community group, legal requirements, good practice, planning, fundraising, where to obtain statistical data and sample files to download.
Simple Step Guides assist with some of the more common scenarios faced by community groups or organisations.
....setting up a community group
....event planning and management
....fundraising
....legal responsibilities
....setting up a membership scheme
....becoming an employer
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This section provides an overview of the things you need to consider when setting up a community group or project
....how to identify and understand the needs of your community
....what is and how to set up a steering group
....why listening to your community is important
....what is a community consultationand how to carry one out
....what is a community needs assessment and how to carry one out
....using community surveys and questionnaires
....what is a focus group and how to organise one
....what is a community profile
....what is a feasibility study and how to carry one out
This section provides an overview of the different types of structures for community groups
This section provides an overview of the different types of structures for community groups
....what is an Unincorporated Association and how to set one up
....what is an Unincorporated Charitable Trust and how to set one up
....what is a Company Limited by Guarantee and how to set one up
....what is a Scottish Charitable Incorporated Organisation and how to set one up
....what is a Community Interest Company and how to set one up
....what is an Industrial and Provident Society and how to set one up
....what is a Development Trust and what structures do they take?
....what is a Social Enterprise?
....what is Community Right to Buy
This section looks at the issues surrounding becoming a charity
....an overview of charity legislation
....how to register for charitable status in Scotland
....how to retain charitable status in Scotland
....legal duties on how to refer to your group's charitable status (in Scotland)
....legal processes for making changes to the details of your charity (in Scotland)
....an overview of charity legislation
...what is a constitution and how to write one
....how to write a governing document or constitution
....how to adopt your group's governing document or constitution
....how to change your group's governing document or constitution
This section provides an overview the things you need to consider when setting up a committee
....what are the general responsibilities of your committee members
....what are the legal responsibilities of your committee members
....what are the legal responsibilities for directors of a Company Limited by Guarantee
....what are the legal responsibilities for directors of a Community Interest Company
....what are the legal duties for Charity Trustees in Scotland
....what are the duties of the chairperson
....what are the duties of the treasurer
....what are the duties associated with the role of secretary
....how to set up a sub-committee
....what are meetings for
....how to manage committee meetings
....how to manage and run an annual general meeting
....how to take effective minutes
This section provides an overview of the different types of structures for community groups
This section looks at the things you need to consider in the long term management of your group
....how to effectively plan and manage your group or project
....guidelines on health and safety legislation
....how to carry out a risk assessment
...no smoking regulations and penalties
....how to write a health and safety policy
....legal requirements for first aid at work
...advice on your requirements to test the safety of electrical equipment
....overview of fire safety regulaions
....how to carry out a fire risk assessment
....overview of fire safety procedures
....overview of food safety regulations
....overview of licensing regulations
....regulations relating to the licensing of alcohol
....volunteer steward guidelines
....when do you need a public entertainment licence?
....music licensing and not-for-profit guidelines
....what is public liability insurance
....what is employers liability insurance
....what is data protection and how it affects your group
....an overview of data protection principles
....what is personal data and how you manage it
....how to obtain consent to use personal data
...managing staff and volunteer use of personal electronic devices for work purposes
....how to write your data protection policy
....what is a subject access request
....an overview of Freedom of Information and its relevance to Third Sector groups.
...an introduction to the PVG scheme
This resource provides guidelines on a range of topics, including setting up and running a community group, legal requirements, good practice, planning, fundraising, where to obtain statistical data and sample files to download.
....guidelines when working with children and vulnerable adults
....what is the Protection of Vulnerable Groups Scheme
....what is regulated work in relation to the PVG Scheme
....legal responsibilites in the protection of vulnerable groups
....how to access PVG scheme records
....how to register for free volunteer checks
....what are the different types of disclosure
....responsibilities and legal obligations for child protection
....what to include in a child protection policy
....responsibilities and legal obligations for adult protection
....what to include in a vulnerable adult protection policy
This section looks at the different aspects of financial management including cash handling and legal requirements
....why budgeting is key to effective management
....how to forecast cash flow
....how to draw up a budget
....how to keep financial records
....what are annual accounts
....what are income and expenditure accounts
....what are charity receipts and payments accounts and what to include
....what are accrued accounts and what sort of groups should prepare them
....what are charity accrued accounts and who should prepare them
....what is statutory filing of accounts
....statutory filing for charities
....your charity's legal requirement for a trustees annual report as part of your annual accounts
....statutory filing for incorporated organisations
....external review of accounts for charities and incorporated organisations
....independent examination of accounts for charities
....what is an audit and is your group required to have this level of external scrutiny
....how to manage expenses and remuneration
....what is Trustee Indemnity Insurance
....tax exemptions and reliefs for charities
....tax exemptions on trading profits for charities
....VAT relief for charities
....tax exemptions for sports clubs
....what is gift aid
....what is Gift Aid Small Donations Scheme
....best practice guidelines to being an employer
....best practice recruitment and selection methods for employing staff
....how to write a job description
....how to write a person specification
....how to set salaries and wages
...offering access to a pension scheme
....what to include in a contract of employment
....what to include in a staff handbook
....help with staff management
....how to manage staff requests for flexible working
....how to manage maternity and paternity leave
....how to manage staff requests for flexible working
....managing requests for time off in lieu
....how to manage disciplinary and grievance procedures
....how to manage sick leave and absence from work
....how to manage redundancy
....how to manage retirement
....how to transfer staff if you almalgamate with another organisation
....the development and training of your staff
....who are your members
....how to encourage membership
....identifying your group's legal responsibilities with regards to equalities and human rights
....what is equality legislation
....what are the protected characteristics of equality
....how to develop an equal opportunity policy
....what are discrimination and harassment in relation to equality legislation
...what is the Public Duty of Local Authorities in relation to equalities and how does this affect your group
....your legal duty to improve access for disabled people
....the Human Rights Act and your responsibilities
....how to effectively plan and manage your group or project
....what is a business plan and how to write one
....what is a SWOT analysis and how to one carry out
....how to manage a project
....what are quality management systems and how to establish one
....how to monitor and evaluate progress
...what is social impact and how to go about measuring it.
...what is social accounting
...using social accounting and audit to monitor and evaluate progress
This section looks at the different methods for marketing and promoting your group or project
....deciding on your group's identity and Mission Statement
....how to develop a marketing and promotion plan
....how to get maximum exposure using the press and media
....how to write a press release
....how to make the most of printed marketing materials
....how to create a newsletter
....how to design a newsletter
....what is an annual report
....how to plan an annual report
....how to produce an annual report
....how to plan and build a website
....how to structure a website
....how to design a website
....how to write website content
....what is social media
....how to dissolve an organisation
....how to dissolve an incorporated organisation
....how to dissolve a charity
....how to dissolve a SCIO
This section looks at some of the fundraising options available to your group, and how to set about securing these
....how to plan your fundraising
....how to plan and manage a fundraising event
....best practice guidelines for holding raffles and prize draws
....guidelines for selling raffle tickets
....best practice guidelines for drawing a raffle
....sources of grant income
....how to identify suitable funders
....what makes a good funding application
....how to fill in a grant application form
....how to write a letter of application for funding
....making the most of what are grant assessor visits
....how to write a tender for a consultant
....how to recruit a consultant
....things to consider when drawing up a contract
....using online and social media to generate income
....raising income by public donation
....how to generate income from trading
....generating income by trading as a social enterprise
....how to sell goods or services as a charity
....what is procurement and tendering
....what is a service level agreement
This section will help your community group to recruit, manage and support volunteers
....how to involve volunteers
....how to develope a volunteer policy
....what is a volunteer agreement
....what to include in volunteer task descriptions
....an overview of methods for the recruitment and selection of volunteers
....effective methods for the recruitment of volunteers
....how to select volunteers
....how to find out about your prospect volunteers
....what you need to consider when selecting volunteers
....guidelines on supporting and motivating volunteers
....how to support your volunteers
....how to motivate your volunteers
....volunteer management challenges and framework agreement
....best practice guidelines for a volunteer disciplinary procedure
....best practice guidelines for a volunteer grievance procedure
....managing volunteer exits
....managing a volunteer crises
...what to consider when you are looking at becoming a volunteer
....guidelines for the management of volunteer drivers
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